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Portfolio (Quarterly) Guide ↗

Waverly Advisors, LLC

· CIK 0001568787
13F Portfolio $12.4B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1477 New
Page 22 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LRCX LAM RESEARCH CORP Technology 23,203.0 $4.0M 0.03% NEW $171.18 +59.4%
422 SPYI NEOS ETF TRUST 75,565.0 $4.0M 0.03% NEW $52.53 +1.7%
423 AEP AMERICAN ELEC PWR CO INC Utilities 34,248.0 $3.9M 0.03% NEW $115.31 +10.7%
424 EMR EMERSON ELEC CO Industrials 29,736.0 $3.9M 0.03% NEW $132.72 -2.7%
425 IBB ISHARES TR 23,186.0 $3.9M 0.03% NEW $168.77 -3.5%
426 MET METLIFE INC Financial Services 49,389.0 $3.9M 0.03% NEW $78.94 +2.0%
427 IXN ISHARES TR 37,073.0 $3.9M 0.03% NEW $105.00 +24.5%
428 VFH VANGUARD WORLD FD 29,097.0 $3.9M 0.03% NEW $133.49 -5.7%
429 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 47,347.0 $3.9M 0.03% NEW $82.02 -25.2%
430 AIQ GLOBAL X FDS 76,349.0 $3.9M 0.03% NEW $50.86 +19.3%
431 GIS GENERAL MLS INC Consumer Defensive 83,051.0 $3.9M 0.03% NEW $46.50 -28.8%
432 DTE DTE ENERGY CO Utilities 29,782.0 $3.8M 0.03% NEW $128.98 +9.7%
433 ITA ISHARES TR 17,728.0 $3.8M 0.03% NEW $214.69 +1.8%
434 CI THE CIGNA GROUP Healthcare 13,746.0 $3.8M 0.03% NEW $275.23 +2.9%
435 FTEC FIDELITY COVINGTON TRUST 16,765.0 $3.8M 0.03% NEW $224.67 +18.8%
436 NKE NIKE INC Consumer Cyclical 59,059.0 $3.8M 0.03% NEW $63.71 -34.3%
437 VIGI VANGUARD WHITEHALL FDS 41,054.0 $3.8M 0.03% NEW $91.45 +2.0%
438 ICSH ISHARES TR 74,216.0 $3.8M 0.03% NEW $50.58 -0.1%
439 MPC MARATHON PETE CORP Energy 22,915.0 $3.7M 0.03% NEW $162.63 +58.4%
440 GPN GLOBAL PMTS INC Industrials 47,967.0 $3.7M 0.03% NEW $77.40 -11.4%
Page 22 of 74  ·  1,477 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 18.1%
Healthcare 9.1%
Industrials 8.3%
Consumer Cyclical 8.0%
Communication Services 7.5%
Consumer Defensive 6.9%
Energy 5.5%
Utilities 2.8%
Basic Materials 2.3%